See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,050 | $106,515-69.9% | $96,683-66.9% | $139,434-77.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.35% | 38.43%-18.1pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $841 | $4,103-79.5% | $3,737-77.5% | $4,751-82.3% |
| Participant deferral / active EE | $5,721 | $5,454+4.9% | $4,878+17.3% | $6,710-14.7% |
| Admin fee / account holder | $21 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |